We are live on ! Find out more
GLD icon

SPDR Gold Trust
GLD

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
2151
Prepared Retirement Institute
Pennsylvania
$526K +$8.02K +21 +2%
PS
2152
Portfolio Strategies
New York
$525K -$4.58K -12 -0.9%
CWA
2153
CM Wealth Advisors
Ohio
$525K -$116K -305 -19%
EIG
2154
Ellenbecker Investment Group
Wisconsin
$524K +$11.5K +30 +2%
RFP
2155
Root Financial Partners
California
$522K +$25.2K +66 +5%
NAM
2156
NorthCrest Asset Manangement
Minnesota
$521K +$487K +1,274 New
LWA
2157
LifeGoal Wealth Advisors
New York
$521K +$286K +750 +133%
LAM
2158
Lewis Asset Management
California
$520K +$21K +55 +4%
WA
2159
WBH Advisory
Maryland
$520K +$77.1K +202 +18%
EFG
2160
Everest Financial Group
Minnesota
$518K +$500K +1,308 New
BCM
2161
BluePath Capital Management
Georgia
$518K +$499K +1,306 New
RIA
2162
Realta Investment Advisors
Delaware
$516K +$179K +468 +56%
HCM
2163
Harvey Capital Management
Florida
$515K – – –
WF
2164
WinCap Financial
Massachusetts
$515K +$8.02K +21 +2%
CPA
2165
Capital Performance Advisors
California
$515K +$40.5K +106 +9%
GAB
2166
German American Bancorp
Indiana
$514K -$153K -400 -24%
GWS
2167
Glassman Wealth Services
Virginia
$514K – – –
SSWM
2168
Strait & Sound Wealth Management
California
$514K – – –
BI
2169
Ballast Inc
Kentucky
$513K – – –
MIM
2170
Moseley Investment Management
Florida
$512K +$139K +363 +39%
WSC
2171
Wellington Shields & Co
New York
$512K -$64.5K -169 -12%
TA
2172
TPG Advisors
Illinois
$512K – – –
CMP
2173
Coston McIsaac & Partners
Maine
$511K +$155K +405 +46%
BFAG
2174
Blackston Financial Advisory Group
Florida
$510K +$98.1K +257 +25%
BPWM
2175
BCS Private Wealth Management
New Jersey
$509K -$172K -450 -26%
85 86
87
88 89